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Freshsales integration

Sales CRM software.

Sales and CRM5 triggers · 35 actions
Connect Freshsales freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New Contact” happens in Freshsales, check the details with AI, then “Create Contact” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    New Contact

    Triggers when a new contact is created.

  • WHEN
    Updated Contact

    Triggers when a contact is created or updated.

  • WHEN
    New Deal

    Triggers when a new deal is created.

  • WHEN
    Updated Deal

    Triggers when a deal is created or updated (e.g. stage change).

  • WHEN
    New Account

    Triggers when a new account is created.

Actions

Then Calibra can do this for you
  • DO
    Create Contact

    Add new contact in Freshsales CRM.

  • DO
    Update Contact

    Update fields of an existing contact.

  • DO
    Create or Update Contact

    Update the contact with this email, or create it.

  • DO
    Get Contact

    Get a contact by its ID.

  • DO
    Find Contact by Email

    Look up a contact by exact email address.

  • DO
    Delete Contact

    Delete a contact by its ID.

  • DO
    Forget Contact (GDPR)

    Permanently erase a contact and all its data.

  • DO
    Create Account

    Create a new account (company).

  • DO
    Update Account

    Update fields of an existing account.

  • DO
    Get Account

    Get an account by its ID.

  • DO
    Find Account by Name

    Look up accounts by exact name.

  • DO
    Delete Account

    Delete an account by its ID.

  • DO
    Create Deal

    Create a new deal.

  • DO
    Update Deal

    Update a deal or move it to another stage.

  • DO
    Get Deal

    Get a deal by its ID.

  • DO
    Delete Deal

    Delete a deal by its ID.

  • DO
    Search Records

    Search contacts, accounts and deals by keyword.

  • DO
    List Records in View

    List contacts, accounts or deals from a saved view.

  • DO
    Filtered Search

    Find contacts, accounts or deals matching field filters.

  • DO
    Create Task

    Create a task linked to a contact, account or deal.

  • DO
    Update Task

    Update a task or mark it completed.

  • DO
    Get Task

    Get a task by its ID.

  • DO
    Delete Task

    Delete a task by its ID.

  • DO
    List Tasks

    List tasks by status (open, overdue, completed...).

  • DO
    Add Note

    Add a note to a contact, account or deal.

  • DO
    Update Note

    Change the text of an existing note.

  • DO
    Delete Note

    Delete a note by its ID.

  • DO
    Create Appointment

    Schedule an appointment, optionally linked to a record.

  • DO
    Get Appointment

    Get an appointment by its ID.

  • DO
    Update Appointment

    Change an existing appointment.

  • DO
    Delete Appointment

    Delete a appointment by its ID.

  • DO
    Log Sales Activity

    Log a call, meeting or other sales activity.

  • DO
    Add Contacts to Marketing List

    Add contacts to a marketing list.

  • DO
    Remove Contacts from Marketing List

    Remove contacts from a marketing list.

  • DO
    Custom API Call

    Make a custom API call to a specific endpoint.

Questions

Is the Freshsales integration free?

Yes. Freshsales is available on every Calibra plan, including the free plan, which needs no card.

How is Freshsales usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Freshsales without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Freshsales for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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